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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| GATES CAPITAL MANAGEMENT, INC. CRD 137842 | New York, NY | Corporate platform Corporation | $3.26B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| STEPSTONE GROUP PRIVATE DEBT LLC CRD 323711 | La Jolla, CA | Corporate platform LLC | $3.25B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| CHILTON CAPITAL MANAGEMENT LLC CRD 104592 | Houston, TX | Corporate platform LLC | $3.23B | 17 advisors | Percentage of AUM | View | |
| LINCOLN ADVISORY GROUP, LLC CRD 114003 | Chicago, IL | Corporate platform LLC | $3.22B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA CAPITAL PARTNERS, INC. CRD 114913 | Portland, OR | Corporate platform Corporation | $3.22B | 20 advisors | Percentage of AUM | View | |
| OBERLAND CAPITAL MANAGEMENT LLC CRD 169109 | New York, NY | Corporate platform LLC | $3.22B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRILOGY CAPITAL, INC. CRD 281597 | Irvine, CA | Corporate platform Corporation | $3.21B | 74 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M HOLDINGS SECURITIES, INC. CRD 43285 | Portland, OR | Corporate platform Corporation | $3.21B | 171 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUST ASSET MANAGEMENT LLC CRD 147379 | Houston, TX | Corporate platform LLC | $3.21B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| EPG INCORPORATED CRD 106821 | Framingham, MA | Corporate platform Corporation | $3.20B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ROFFMAN MILLER ASSOCIATES INC CRD 106019 | Philadelphia, PA | Corporate platform Corporation | $3.20B | 14 advisors | Percentage of AUM | View | |
| SOLUS ALTERNATIVE ASSET MANAGEMENT LP CRD 144155 | Summit, NJ | Corporate platform LP | $3.19B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MAM AMERICAS, INC. CRD 282639 | New York, NY | Corporate platform Corporation | $3.17B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| CSENGE ADVISORY GROUP, LLC CRD 131167 | Clearwater, FL | Corporate platform LLC | $3.17B | 67 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILTON CAPITAL MANAGEMENT, LLC CRD 116357 | Garden City, NY | Corporate platform LLC | $3.16B | 6 advisors | Percentage of AUM | View | |
| ON INVESTMENT MANAGEMENT CO CRD 105662 | Cincinnati, OH | Corporate platform Corporation | $3.15B | 196 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORNET WEALTH PARTNERS CRD 113074 | Minnetonka, MN | Corporate platform Corporation | $3.15B | 68 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENBACKER CAPITAL MANAGEMENT LLC CRD 277101 | Portland, ME | Corporate platform LLC | $3.14B | 34 advisors | Percentage of AUM; Performance-based fees | View | |
| ROUNDTABLE HEALTHCARE MANAGEMENT, INC CRD 161235 | Lake Forest, IL | Corporate platform Corporation | $3.12B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| NANTAHALA CAPITAL MANAGEMENT, LLC CRD 158081 | New Canaan, CT | Corporate platform LLC | $3.11B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STALEY CAPITAL ADVISERS INC CRD 107118 | Pittsburgh, PA | Corporate platform Corporation | $3.11B | 9 advisors | Percentage of AUM | View | |
| SOURCEROCK GROUP LLC CRD 307575 | Denver, CO | Corporate platform LLC | $3.11B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BPS CAPITAL MANAGEMENT, INC. CRD 120006 | Bloomington, MN | Corporate platform Corporation | $3.10B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LOGAN CAPITAL MANAGEMENT, INC. CRD 108893 | Newtown Square, PA | Corporate platform Corporation | $3.10B | 15 advisors | Percentage of AUM; Fixed fees | View |